Lim Li Wen

Relationship Manager - OCBC Bank

Jun 2022 - Apr 2025 • 2 yrs 10 mos

* Managed SME and retail client portfolios, driving deposit growth (CASA & Fixed Deposits) and strengthening client liquidity positions * Advised on foreign exchange (FX) transactions, including conversion timing, exposure management, and cross-border payments * Conducted transaction reviews and monitoring, ensuring compliance with AML/CFT requirements and internal banking policies * Supported clients in cash flow planning and treasury management, including fund placements, withdrawals, and operational banking needs * Rebuilt and expanded client base through proactive relationship management and consistent service delivery * Worked closely with compliance and operations teams on due diligence, onboarding, and risk control processes ⭐ Top Relationship Manager (2023) * Recognised for outstanding performance in deposit mobilisation, client acquisition, and portfolio growth

Relationship Manager - OCBC Bank

Nov 2016 - Nov 2019 • 3 yrs

* Managed a portfolio of SME and retail clients, focusing on deposit growth (Current Accounts, Savings Accounts, Fixed Deposits) * Advised clients on foreign exchange (FX) transactions, currency exposure, and conversion strategies * Performed transaction reviews and monitoring, ensuring compliance with internal controls and regulatory requirements * Handled high-volume cash management operations, including placements, withdrawals, and liquidity planning * Built strong client relationships, driving deposit inflows and CASA growth * Provided tailored banking solutions to support clients’ daily operational cash flow needs * Worked closely with compliance teams on AML/CFT checks and transaction due diligence * Delivered fast turnaround on client requests, improving service experience and retention